Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$162K
- Prescription drug$162K
- Dental$132K
- Vision$132K
- Life$132K
- Other$132K
- +1 more
Sponsor portfolio
JAMES A. WALTERS MANAGEMENT CO., INC.
EIN 58-1476223Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$323K premiums
Participants
376
PO BOX 2935 - GAINESVILLE, GA 30501770-534-1094
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $323K premiums / 205 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA41%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
85%top
- MOULTON AND HARDIN, INC.85%
- DAVID H. HARDIN15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JAMES A. WALTERS MANAGEMENT CO. INC. 401(K) SAVINGS PLAN
401k
Assets$2.8M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JAMES A. WALTERS MANAGEMENT CO., INC. WELFARE BENEFIT PLAN
Mixed - CIGNA HEALTHCARE AND LIFE INSURANCE COMPANY
Premiums$323K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES A. WALTERS MANAGEMENT CO. INC. 401(K) SAVINGS PLAN | 401k | $2.8M | 171 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JAMES A. WALTERS MANAGEMENT CO., INC. WELFARE BENEFIT PLAN | Mixed | CIGNA HEALTHCARE AND LIFE INSURANCE COMPANY | $323K | 205 | 2025 |
Retirement plans
Welfare plans